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How to find Agents with no Assigned Company

Todd Kivimaki avatar
Written by Todd Kivimaki
Updated over a year ago

New agents are able to type in a name for their company on the order page, however you will need to assign them to a company inside the admin portal. Assigning an agent to a company will associate them with a company and potentially any company assigned order pages.

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1. Click on Clientsโ€ฆ

2. Click on Agents

Click on Agents

3. Type "user entered"

4. The system will sort to show all agents without a company assigned

The system will sort to show all agents without a company assigned

5. To assign a company click the Manage icon

To assign a company click the Manage icon

6. Click on Switch Company

Click on  Switch Company
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